Investors are talking cautiously, but still acting in a very complacent manner.

In this week's podcast, we discuss the impact of Nvidia's earnings and why the chip stock remain extremely important for the rest of the stock market.  We also touch on why we remain bullish on the energy stocks...and we review the other groups (and individual stocks) which we like over the coming months.....Finally, we spend a lot of time why investors are too complacent about both the headwinds facing both the AI industry...AND the rising stress in the credit markets.  (Ignore Jamie Dimon's warnings at your own risk.)